Wellness: An industry "infusion" into longevity. Takeaways from investor meeting with Niagen Bioscience

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Wellness: An industry "infusion" into longevity. Takeaways from investor meeting with Niagen Bioscience

ket growth is driven in part from advancements in preventative

healthcare, dietary supplements, anti-aging/regenerative medicine, technology,

and consumer trends. In NYC for example, there are a number of preventative

health clinics that offer advanced diagnostic screenings. Within capital markets, we

see related companies growing their private valuations and in some cases possibly

entering the public markets. As one example, the health/wellness tracking ring Oura

(private) confidentially submitted an S-1 towards an IPO (valuation in October 2025

was reportedly $11B) (CNBC). We also have seen some high-end resorts with wellness

services gravitate to a more holistic longevity offering as opposed to more narrow foci

on food/weight loss, fitness, and/or spa-relaxation. In just the last few days, we have

seen articles from The Robb Report discussing "cognitive wellness retreats" for CEOs

and Forbes writing about longevity clinics, residential wellness clubs, and "regenerative

communities". All that said, we still see a market for better personalization of

offerings rather than a "one size fits all" approach or "consumer playing doctor

with their health data".

We could argue that the rise of longevity consumer products, services, and real

estate represent another maturation of the greater wellness industry. We have

held our position since we launched sector coverage that the "w" word gets overused

by companies that latch their offerings to wellness that are borderline-at-best. This risk

exists for "longevity" as well -- and we assume there are fads for longevity just like there

are fads in wellness (Australian Financial Review). However, more evidence-based,